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Hantz Financial Services’s UBS Group UBS Stock Holding History

Hantz Financial Services’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.41M Sell
48,575
-2,433
-5% -$111K 0.03% 314
2026
Q1 		$1.99M Sell
51,008
-14,133
-22% -$605K 0.03% 332
2025
Q4 		$3.02M Sell
65,141
-3,623
-5% -$146K 0.04% 263
2025
Q3 		$2.82M Sell
68,764
-6,468
-9% -$251K 0.04% 278
2025
Q2 		$2.54M Sell
75,232
-648
-0.9% -$20.1K 0.04% 299
2025
Q1 		$2.32M Sell
75,880
-2,930
-4% -$97.7K 0.04% 307
2024
Q4 		$2.39M Sell
78,810
-2,499
-3% -$79.2K 0.04% 305
2024
Q3 		$2.51M Sell
81,309
-1,207
-1% -$36.3K 0.04% 306
2024
Q2 		$2.44M Sell
82,516
-4,320
-5% -$128K 0.05% 304
2024
Q1 		$2.67M Sell
86,836
-3,200
-4% -$94.5K 0.05% 299
2023
Q4 		$2.78M Sell
90,036
-7,666
-8% -$202K 0.06% 289
2023
Q3 		$2.41M Sell
97,702
-3,277
-3% -$76.5K 0.06% 283
2023
Q2 		$2.05M Sell
100,979
-1,270
-1% -$25.5K 0.05% 309
2023
Q1 		$2.18M Sell
102,249
-11,340
-10% -$237K 0.06% 290
2022
Q4 		$2.12M Buy
113,589
+231
+0.2% +$3.93K 0.06% 286
2022
Q3 		$1.65M Buy
113,358
+1,279
+1% +$20.5K 0.06% 293
2022
Q2 		$1.82M Buy
112,079
+3,976
+4% +$69.7K 0.06% 283
2022
Q1 		$2.11M Sell
108,103
-2,965
-3% -$56.1K 0.06% 279
2021
Q4 		$1.99M Buy
111,068
+5,338
+5% +$94K 0.06% 271
2021
Q3 		$1.69M Buy
105,730
+14,687
+16% +$238K 0.06% 273
2021
Q2 		$1.4M Buy
91,043
+7,653
+9% +$121K 0.05% 273
2021
Q1 		$1.29M Buy
83,390
+82,831
+14,818% +$1.27M 0.05% 262
2020
Q4 		$8K Buy
+559
New +$7.4K ﹤0.01% 549

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Hantz Financial Services's UBS Position: Q2 2026 in Review

Hantz Financial Services reduced its UBS Group (UBS) stake by 4.8% in Q2 2026, selling an estimated $111K and leaving 48,575 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #314.

Hantz Financial Services first reported a position in UBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.02M in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Hantz Financial Services held 48,575 shares of UBS Group worth $2.41M as of Q2 2026.
  • Hantz Financial Services sold 2,433 UBS Group shares in Q2 2026, an estimated $111K.
  • UBS Group made up 0.03% of Hantz Financial Services's portfolio in Q2 2026, its #314 holding.
  • Hantz Financial Services first reported a position in UBS Group in Q4 2020 and has held it in 23 quarters since.
  • Hantz Financial Services's UBS Group position peaked at $3.02M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.